Strategic Financial Group, L.L.C.

RIASEC Registered

Total AUM

$106M

Discretionary

$103M

98% of AUM

Avg account

$275K

Accounts

384

Employees

4

Advisory reps

3

Firm details

Headquarters: Grand Haven, Michigan
CRD number: 316512
Website: www.strategicfg.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals54.66%
HNWI45.34%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Financial Group, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-assets and fixed-fee models. Strategic Financial Group identifies as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds82%
Cash & Cash Equivalents13%
Exchange Traded Equities5%

Owners & executives

1 of 1

Christopher Tanke
Founder, CEO, & Financial AdvisorCRD 4994257

Contacts

2 of 2

Stephanie Greene
Financial Advisor, Planning StrategistCRD 6443181
Connor Maki
Financial AdvisorCRD 7945098

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Grand Haven, MI

Ottawa

Location

Grand Haven, MI

Headquartered in Grand Haven, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area: Grand Rapids-Kentwood-Muskegon, MI
Region: Midwest
County: Ottawa
Address: 16964 Robbins Rd
Time zone: ET (UTC-5)
Office locations

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